May for my portfolio is a light month due to the type of stocks I picked in my portfolio. Most stocks pay once every quarter, a few like Realty Income (O) pay every month. Some companies pay twice a year, such as some foreign companies with ADR listings in the USA. I prefer quarterly paying companies with qualified dividends based in USA.
In a well diversified portfolio, one will be able to receive dividend income every month. Some companies pay on 1/4/7/10 months, some pay 2/5/8/11, and some 3/6/9/12. Some may have slips or do dividends earlier instead of following a strict +3 month cycle. For example some may do 3/6/9/1 (as December slips into January).
It is important to focus on the quarterly moving average. Or compare months inside the same quarter (i.e. 1/4/7/10 or 2/5/8/11) if one has mainly quarterly paying companies. Tracking the growth on a comparable basis is important o know if one's portfolio is growing in the right way.
In June I am expecting $1700 and July $1750 in dividends.
Ticker | Total | Taxable | 401k |
T | $228.36 | $228.36 | |
CLX | $125.66 | $125.66 | |
PG | $123.62 | $112.35 | $11.27 |
APD | $116.19 | $116.19 | |
GIS | $82.40 | $45.16 | $37.24 |
CL | $72.83 | $60.28 | $12.55 |
O | $70.93 | $70.93 | |
SBUX | $52.78 | $40.48 | $12.30 |
GD | $41.38 | $41.38 | |
ABT | $31.38 | $31.38 | |
MA | $31.12 | $15.61 | $15.51 |
INTEREST | $0.94 | $0.42 | $0.52 |
$977.59 | $817.27 | $160.32 |
Fantastic Results! Nice to read you sometimes!
ReplyDeleteHave a nice day, Loris
Amazing results, I love looking at that upward trending chart.
ReplyDeleteThat is a great looking trend line. I am a lot like you in the fact that I pay attention to my quarterly totals as well as my monthly totals. Some years back I wrote an article about how I don't care which months my dividends are paid because I am in the accumulating stage of investing. You had some great results in May and I look forward to seeing your results for June! Thanks for sharing!!!
ReplyDeleteGreat job. that line says it all.
ReplyDeleteLike your portfolio, but seems like you don't pay attention to price. Ex: your recent purchase of BA done at ATH.
ReplyDelete